Who owns SPDR DJ Wilshire Mid Cap Value?
- Ticker: MDYV
- CUSIP Number: 78464A839
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Mid Cap Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire Mid Cap Value stock
Who bought or sold SPDR DJ Wilshire Mid Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 5.9M | $431M | 13% | Jun 2024 |
|
| Financial Engines Advisors L.L.C | 1.4M | $110M | -18% | Sep 2024 |
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| LPL Financial | 1.2M | $93M | -3% | Sep 2024 |
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| Lutz Financial Services | 691k | $55M | 2% | Sep 2024 |
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| Tiaa Trust, National Association | 591k | $43M | -8% | Jun 2024 |
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| Stifel Financial | 573k | $42M | -39% | Jun 2024 |
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| Financial Advisory Service | 570k | $45M | 3% | Sep 2024 |
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| Kestra Advisory Services | 561k | $45M | 2% | Sep 2024 |
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| NorthRock Partners | 503k | $40M | -7% | Sep 2024 |
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| Benjamin Edwards | 471k | $37M | 2203% | Sep 2024 |
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| Morgan Stanley | 464k | $34M | -2% | Jun 2024 |
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| Wells Fargo & Company | 449k | $36M | 4% | Sep 2024 |
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| Benjamin F. Edwards & Company | 440k | $32M | -33% | Jun 2024 |
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| AE Wealth Management | 407k | $32M | 21% | Sep 2024 |
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| Canandaigua National Bank and Trust Company | 375k | $30M | 5% | Sep 2024 |
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| First Pacific Financial | 359k | $29M | 0% | Sep 2024 |
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| First National Trust Company | 346k | $28M | 6% | Sep 2024 |
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| Klingman & Associates | 345k | $27M | 0% | Sep 2024 |
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| Asset Dedication | 285k | $23M | 2% | Sep 2024 |
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| GHP Investment Advisors | 271k | $22M | 2% | Sep 2024 |
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| Honkamp Krueger Financial Services | 269k | $20M | 617% | Jun 2024 |
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| Envestnet Asset Management | 248k | $20M | 1% | Sep 2024 |
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| HighTower Advisors | 224k | $16M | 2% | Jun 2024 |
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| Confluence Investment Management | 220k | $18M | 4% | Sep 2024 |
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| ERn Financial | 215k | $17M | -1% | Sep 2024 |
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| Rodgers & Associates | 210k | $17M | -1% | Sep 2024 |
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| Mercer Global Advisors | 203k | $980k | 1492% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 202k | $16M | 2% | Sep 2024 |
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| KWB Wealth | 195k | $14M | 6% | Sep 2024 |
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| Raymond James Financial Services Advisors | 185k | $15M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 181k | $13M | 17% | Jun 2024 |
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| McAdam | 178k | $14M | -25% | Sep 2024 |
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| Krasney Financial | 175k | $14M | -1% | Sep 2024 |
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| Equitable Holdings | 172k | $13M | -2% | Jun 2024 |
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| Commonwealth Equity Services | 171k | $14M | 3% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 163k | $13M | 0% | Sep 2024 |
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| FinTrust Capital Advisors | 157k | $13M | 6% | Sep 2024 |
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| Michael S. Ryan | 154k | $12M | 2% | Sep 2024 |
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| Private Wealth Management Group | 143k | $11M | -1% | Sep 2024 |
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| Balanced Wealth Group | 135k | $11M | -46% | Sep 2024 |
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| JNBA Financial Advisors | 134k | $11M | -27% | Sep 2024 |
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| CWM | 128k | $10M | 29% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 127k | $10M | -41% | Sep 2024 |
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| Alesco Advisors | 122k | $9.7M | -10% | Sep 2024 |
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| Mariner Wealth Advisors | 111k | $8.8M | 4% | Sep 2024 |
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| Townsquare Capital | 110k | $8.7M | -86% | Sep 2024 |
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| Advisor Group Holdings | 104k | $8.3M | 0% | Sep 2024 |
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| WCG Wealth Advisors | 100k | $7.9M | -6% | Sep 2024 |
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| Total Wealth Planning | 97k | $7.7M | -3% | Sep 2024 |
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| Diligent Investors | 85k | $6.7M | -2% | Sep 2024 |
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| Prestige Wealth Management Group | 80k | $6.4M | -1% | Sep 2024 |
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| Sage Financial | 79k | $6.3M | -1% | Sep 2024 |
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| Royal Bank of Canada | 71k | $5.6M | -2% | Sep 2024 |
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| Emerald Investment Partners | 70k | $5.6M | 5% | Sep 2024 |
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| Pathstone Holdings | 69k | $5.5M | 0% | Sep 2024 |
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| Capital Wealth Management | 69k | $5.5M | -1% | Sep 2024 |
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| Waller Financial Planning Group | 69k | $5.5M | 5% | Sep 2024 |
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| H D Vest Advisory Services | 69k | $5.0M | 2397% | Jun 2024 |
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| Thrivent Financial for Lutherans | 69k | $5.4M | -44% | Sep 2024 |
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| Koss-Olinger Consulting | 67k | $5.3M | -1% | Sep 2024 |
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| Eqis Capital Management | 66k | $5.2M | -10% | Sep 2024 |
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| Bank of America Corporation | 65k | $5.2M | -3% | Sep 2024 |
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| Private Advisor | 65k | $5.2M | 8% | Sep 2024 |
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| Perennial Investment Advisors | 63k | $4.6M | 1% | Jun 2024 |
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| IAG Wealth Partners | 61k | $4.8M | -1% | Sep 2024 |
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| Gladstone Institutional Advisory | 60k | $4.8M | -1% | Sep 2024 |
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| RTD Financial Advisors | 59k | $4.7M | -8% | Sep 2024 |
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| Marotta Asset Management | 58k | $4.6M | -18% | Sep 2024 |
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| Merit Financial Group | 58k | $4.6M | 100% | Sep 2024 |
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| Garden State Investment Advisory Services | 58k | $4.6M | 1% | Sep 2024 |
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| Jones Financial Companies, L.L | 57k | $4.5M | 55% | Sep 2024 |
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| Clarus Wealth Advisors | 56k | $4.4M | -1% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 54k | $4.3M | 4% | Sep 2024 |
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| Canandaigua National Trust Co of Florida | 50k | $4.0M | 100% | Sep 2024 |
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| Bailard | 50k | $4.0M | 0% | Sep 2024 |
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| Annapolis Financial Services | 50k | $4.0M | 0% | Sep 2024 |
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| Koshinski Asset Management | 47k | $3.7M | 1% | Sep 2024 |
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| CI Private Wealth | 45k | $3.6M | -2% | Sep 2024 |
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| Goldman Sachs Group | 45k | $3.3M | -49% | Jun 2024 |
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| Integrated Wealth Concepts | 40k | $3.2M | 0% | Sep 2024 |
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| Geneos Wealth Management | 40k | $2.9M | 7% | Jun 2024 |
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| Captrust Financial Advisors | 38k | $3.0M | 86% | Sep 2024 |
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| Chicago Partners Investment | 37k | $3.0M | 9% | Sep 2024 |
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| Lodestar Private Asset Management | 36k | $2.8M | 0% | Sep 2024 |
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| Wealthcare Advisory Partners | 35k | $2.8M | 21% | Sep 2024 |
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| Principal Securities | 33k | $2.6M | 11% | Sep 2024 |
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| Aptus Capital Advisors | 30k | $2.4M | -10% | Sep 2024 |
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| Financial Guidance Group | 30k | $2.4M | -10% | Sep 2024 |
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| Ignite Planners | 30k | $2.4M | 4% | Sep 2024 |
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| Courage Miller Partners | 29k | $2.3M | 0% | Sep 2024 |
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| Occidental Asset Management | 26k | $2.0M | 3% | Sep 2024 |
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| Kingsview Wealth Management | 25k | $2.0M | -41% | Sep 2024 |
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| Cambridge Investment Research Advisors | 24k | $1.9M | -19% | Sep 2024 |
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| Signature Estate and Investment Advisors | 24k | $1.9M | -57% | Sep 2024 |
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| Farther Finance Advisors | 24k | $1.9M | -18% | Sep 2024 |
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| Shum Financial Group | 23k | $1.9M | 100% | Sep 2024 |
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| Barden Capital Management | 23k | $1.8M | 2% | Sep 2024 |
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| Courier Capital Corp | 23k | $1.8M | 0% | Sep 2024 |
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| Juncture Wealth Strategies | 22k | $1.7M | -4% | Sep 2024 |
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| Omega Financial Group | 21k | $1.7M | -8% | Sep 2024 |
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| Smith Anglin Financial | 21k | $1.7M | -7% | Sep 2024 |
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| Branch Banking & Trust Company | 20k | $1.5M | -12% | Jun 2024 |
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| IFP Advisors | 20k | $1.5M | -1% | Jun 2024 |
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| Stratos Wealth Advisors | 19k | $1.5M | -3% | Sep 2024 |
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| Great Valley Advisor Group | 19k | $1.5M | 0% | Sep 2024 |
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| We Are One Seven | 18k | $1.4M | -12% | Sep 2024 |
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| My Purposeful Wealth Corp. | 18k | $1.4M | 0% | Sep 2024 |
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| Acorn Financial Advisory Services | 18k | $1.4M | 6% | Sep 2024 |
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| Pure Financial Advisors | 18k | $1.4M | -3% | Sep 2024 |
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| Visionary Wealth Advisors | 18k | $1.4M | 2% | Sep 2024 |
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| IFG Advisory | 17k | $1.4M | -15% | Sep 2024 |
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| Creative Planning | 17k | $1.4M | -2% | Sep 2024 |
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| Citadel Advisors | 17k | $1.3M | 130% | Sep 2024 |
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| MAI Wealth Advisors | 16k | $1.2M | -6% | Sep 2024 |
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| LTG Capital | 15k | $1.2M | 1% | Sep 2024 |
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| Orion Portfolio Solutions | 15k | $1.2M | 235% | Sep 2024 |
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| Brookstone Capital Management | 15k | $1.2M | 84% | Sep 2024 |
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| Hanson McClain Advisors | 15k | $1.2M | -2% | Sep 2024 |
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| Jpmorgan Chase & Co | 15k | $1.2M | 3% | Sep 2024 |
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| Lewis Asset Management | 14k | $1.1M | 0% | Sep 2024 |
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| Waypoint Capital Advisors | 14k | $1.1M | 0% | Sep 2024 |
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| Montz Harcus Wealth Management | 14k | $1.1M | 1% | Sep 2024 |
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| Salomon & Ludwin | 14k | $1.1M | 5% | Sep 2024 |
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| MONECO Advisors | 14k | $1.1M | 1% | Sep 2024 |
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| CX Institutional | 13k | $1.0M | -7% | Sep 2024 |
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| American Financial & Tax Strategies | 13k | $1.0M | 5% | Sep 2024 |
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| HF Advisory Group | 13k | $1.0M | 3% | Sep 2024 |
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| Kestra Private Wealth Services | 12k | $971k | 3% | Sep 2024 |
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| Cape Investment Advisory | 12k | $889k | 0% | Jun 2024 |
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| Commonwealth Financial Services | 12k | $933k | -4% | Sep 2024 |
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| Krilogy Financial | 12k | $939k | -1% | Sep 2024 |
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| Global Retirement Partners | 12k | $935k | -68% | Sep 2024 |
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| Collective Family Office | 12k | $926k | 5% | Sep 2024 |
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| Colony | 12k | $922k | 0% | Sep 2024 |
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| Wambolt & Associates | 12k | $913k | -16% | Sep 2024 |
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| HFG Advisors | 12k | $920k | -1% | Sep 2024 |
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| Stratos Wealth Partners | 11k | $871k | -31% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 11k | $866k | 28% | Sep 2024 |
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| Goss Wealth Management | 11k | $794k | 88% | Jun 2024 |
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| MidAtlantic Capital Management | 11k | $859k | 0% | Sep 2024 |
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| Good Life Advisors | 11k | $855k | -7% | Sep 2024 |
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| Park Avenue Securities | 11k | $845k | 3% | Sep 2024 |
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| Silver Oak Securities | 11k | $843k | 63% | Sep 2024 |
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| Madison Park Capital Advisors | 11k | $838k | 1% | Sep 2024 |
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| Invera Wealth Advisors | 10k | $874k | 4% | Sep 2024 |
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| Eclectic Associates | 9.7k | $769k | -4% | Sep 2024 |
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| Financial Network Wealth Advisors | 9.6k | $761k | 3% | Sep 2024 |
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| TAGStone Capital | 9.3k | $741k | 0% | Sep 2024 |
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| Pacific Sun Financial Corp | 9.3k | $737k | 0% | Sep 2024 |
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| Atria Investments | 8.8k | $695k | -21% | Sep 2024 |
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| Wrapmanager | 7.8k | $617k | -30% | Sep 2024 |
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| SWMG | 6.8k | $575k | -26% | Sep 2024 |
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| Renaissance Technologies | 6.3k | $501k | -44% | Sep 2024 |
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| Strategic Financial Concepts | 5.9k | $470k | -99% | Sep 2024 |
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| Confluence Wealth Services | 5.8k | $461k | -66% | Sep 2024 |
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| D. E. Shaw & Co | 4.4k | $348k | -83% | Sep 2024 |
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| Drive Wealth Management | 4.1k | $327k | -59% | Sep 2024 |
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| Measured Wealth Private Client Group | 4.0k | $320k | -67% | Sep 2024 |
|
| Mml Investors Services | 3.6k | $288k | -68% | Sep 2024 |
|
Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Foundations Investment Advisors | Jun 2024 | 110k | $8.0M |
| Susquehanna International | Jun 2024 | 53k | $3.8M |
| Bellwether Advisors | Jun 2024 | 39k | $2.8M |
| D. Scott Neal | Jun 2024 | 18k | $1.3M |